HFS
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Howard Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Howard Financial Services’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$930K Hold
3,067
– – 0.09% 99
2026
Q1 		$803K Buy
+3,067
New +$830K 0.09% 95
2025
Q2 		– Sell
-1,225
Closed -$272K – 201
2025
Q1 		$272K Buy
1,225
+2
+0.2% +$478 0.04% 146
2024
Q4 		$294K Buy
+1,223
New +$301K 0.04% 150

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Howard Financial Services's VB Position: Q2 2026 in Review

Howard Financial Services held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 3,067 shares worth $930K. The position accounts for 0.09% of the portfolio, ranked #99.

Howard Financial Services first reported a position in VB in Q4 2024 and has held it in 4 quarters since. 1,037 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Howard Financial Services held 3,067 shares of Vanguard Small-Cap ETF worth $930K as of Q2 2026.
  • Howard Financial Services left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap ETF made up 0.09% of Howard Financial Services's portfolio in Q2 2026, its #99 holding.
  • Howard Financial Services first reported a position in Vanguard Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.